Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: greenmartian4 Big gold star, 5000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 18413  
Subject: Re: Falling Knife--St Jude Date: 10/8/2009 2:00 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 2
just an off-hand question, but why favor this one over - say - JNJ? They all seem to trade for similar valuations (13x) but at least with JNJ you get wide diversification, a nice dividend, and as good or better financial metrics. Course, top line is not comparable, but you are unlikely to get specific product issues either - at least in total. Plus, I know for sure that the consumer side is absolutely undervalued (even if a smallish part of the company's business), though no clue on what would ever unlock it.

I am likely just trying to justify my own moves. I own a bit position in MDT and as much it seems attractive at current prices I can't bring myself to own anymore. A problem with my own ignorance mostly, though being blunt JNJ is no easier to grasp either with 61b in revenue), but I own an outsized position in JNJ so....

anyway, you are a treasure kitkat. Thanks for the previous post.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next

Announcements

2013 Feste Award Voting Begins!
Who will win the 2013 Feste Award? Vote now for the Fool that most exemplifies the Fool Community mission of Learning Together!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Tax Strategies

TMFPMarti-Feeling Good
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement